LWA

Lowe Wealth Advisors Portfolio holdings

AUM $274M
1-Year Est. Return 14.31%
This Quarter Est. Return
1 Year Est. Return
+14.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
+$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$93.5K
3
+$91.4K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$57.6K
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$54.4K

Top Sells

1
+$1.79M
2
+$821K
3
+$73.2K
4
T icon
AT&T
T
+$56K
5
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$54.8K

Sector Composition

1 Communication Services 0.89%
2 Consumer Staples 0.87%
3 Materials 0.85%
4 Industrials 0.79%
5 Financials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.6M 24.12%
153,669
+43
2
$21M 13.14%
417,745
-16,301
3
$15.7M 9.82%
108,123
-12,299
4
$7.95M 4.96%
99,151
+2,685
5
$7.32M 4.57%
297,145
+1,203
6
$6.78M 4.23%
63,643
+199
7
$6.43M 4.02%
102,008
+452
8
$6.36M 3.97%
62,494
+47
9
$6.02M 3.76%
71,398
-650
10
$5.92M 3.7%
64,793
-175
11
$4.2M 2.62%
162,286
+3,533
12
$3.44M 2.15%
68,041
-1,446
13
$3.3M 2.06%
38,388
-140
14
$2.9M 1.81%
136,680
+798
15
$2.83M 1.77%
44,048
+897
16
$2.2M 1.37%
26,923
-269
17
$2.09M 1.3%
98,201
+219
18
$1.72M 1.07%
5,261
+32
19
$1.69M 1.06%
11,330
-65
20
$1.01M 0.63%
40,215
+1,065
21
$976K 0.61%
75,278
+7,211
22
$850K 0.53%
15,732
+478
23
$817K 0.51%
25,240
+1,680
24
$788K 0.49%
26,642
-1,895
25
$744K 0.46%
14,498
+302
1
2 3 4 5